The CFO Bookshelf weekly podcast is geared toward global financial leaders who are serious about lifelong learning and reading widely. The show's 200-plus podcast catalog features well-known authors who are experts in finance, pricing, marketing, sales, operations, organizational health, and leadership. Episodes are released weekly, and the host responds to every message he gets about the shows on LinkedIn.
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This is the official podcast feed of the Society of Actuaries
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Helping professional services folks with tips, tricks & strategies to build and manage a successful personal brand.
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At the Future CFO podcast, we are dedicated to empowering aspiring CFOs, finance professionals, and students with the knowledge and skills they need to excel in their careers. Each episode is designed to provide practical insights, expert advice, and actionable tips that you can apply immediately in your professional life. Join us as we explore the dynamic world of finance and accounting and discover how you can turn your aspirations into reality. Subscribe to the Future CFO podcast on your ...
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The Skip podcast helps tech professionals get ahead in their career. It’s hosted by Nikhyl Singhal, a successful founder, head of product, and executive. Nikhyl has helped scale four of the most successful tech products ever: Facebook, Credit Karma, Google Photos, and Google Hangouts. And he coaches more than 100 executives, managers, and rising stars in navigating important career decisions, management challenges, and personal crossroads to maximize their happiness and professional life. Su ...
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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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Alessandra's Angle is a podcast covering various topics ranging from motivation and inspiration to life hacks and leadership insights. Alessandra Cavalluzzi is your host for this show. Alessandra is a thought leader whose insights have been featured in notable publications, including The Economist, SHRM/HR Magazine, CEO Magazine, CFO Magazine, and Training Industry Magazine. Each month she'll share tips and information that will help you shift your way of thinking and create a more positive ...
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Your Personal CFO | Entrepreneurship | Solopreneur | Part-time CFO | Accounting | Inspiration | Motivation |
Greg Levine - Accountant, Part-Time CFO, Author, Solopreneur Advisor
Interviews with inspiring and successful entrepreneurs on how to create, grow and run a business that brings you financial success and career satisfaction! The show for entrepreneurs to learn how to take their businesses to the next level.
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Welcome to The Giant Builders Podcast, where growth and transformation come to life through meaningful conversations, expert insights, and real-life stories. We are dedicated to helping individuals build their lives in ways that matter most—through personal growth, relationships, health, and spiritual journey. At The Giant Builders, we believe that everyone has the potential to be a builder—someone who is constantly learning, evolving, and creating a life aligned with their values and purpos ...
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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Fractional Futures delves into the transformative world of fractional marketing leadership, offering unique insights for CEOs, investors, and senior marketing executives. Discover how businesses can leverage fractional CMOs to grow faster and build a sustainable competitive advantage. Investors will learn how to streamline pre- and post-investment phases strategies to maximise their portfolio companies' potential, while senior marketing leaders will explore the benefits of a portfolio career ...
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Welcome to 'One For The Money,' the podcast dedicated to helping you understand and master your finances! Hosted by Gianni Musumeci, each episode features insights and advice from top finance experts, including mortgage brokers, accountants, financial planners, and more. With rising living costs and high interest rates, managing your finances can be challenging. We're here to help you navigate these complexities and boost your financial literacy. Tune in to learn practical tips and strategie ...
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I started my financial journey Fall of 2014 when I found myself with only $1.50 to my name, so I understand the frustration around money mismanagement, struggling with where to start, and the courage it takes to take ownership of your finances. Now, I’m a financial coach, speaker, author, and the founder and owner of Mills Knows Bills where I have the opportunity to teach individuals and businesses how to manage and master their money within 90 days. On this podcast, I will teach you how to ...
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Small Business Ownership & Personal Development Hosted by Keith Kalfas from the Landscaping Employee Trap & Window Cleaning Blueprint.
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The role of the Chief Financial Officer (CFO) has evolved from back-office support to strategic leader. It takes more than financial skills to master the responsibilities of this position successfully. Above all else, financial leaders need to know how to effectively plan for and execute in the face of the challenges and uncertainty inherent in their chosen industry. This begs the question, "What does it take to really excel in the role of chief financial officer?" Whether you are a seasoned ...
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Welcome to UNVEILED, the podcast designed for women ready to break free from the confines of societal expectations and rediscover their authentic selves. I’m your host, Angela Marie Christian, Silicon Valley CFO turned intuitive, clinical hypnotherapist, and conscious mother. If you've ever felt trapped by the roles imposed upon you—whether as a mother, a professional, or simply as a woman navigating life—this podcast offers a space to explore, heal, and transform. I was once deeply entrench ...
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The relentless pursuit of business excellence shouldn't come at the expense of your well-being. Executive Health and Life merges leadership, health, business, and longevity into a comprehensive framework for sustained executive performance. This podcast invites top performers from diverse backgrounds to share their strategies and insights to help you thrive in today's dynamic business environment. It is hosted by Julian Hayes II, founder of Executive Health, whose mission is to help you oper ...
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How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
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Pam Monteith is the Owner and CEO of Great Work Online. She has 15 years of experience in the digital marketing landscape and in the last 8 years as a Fractional COO. Through hard work, passion & eagerness to learn the newest trends in the industry, plus the gained credible experiences Pam has helped her better understand the demands & goals of Great Work Online's clients. This expertise allows her to understand their needs and provide them with the high-quality service they expect. More so, ...
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Hosted by Pam Prior, Author, Speaker, and CFO, alongside Deb Reinhard, Chopra Certified and Master Life Coach, She Said, She Said is your go-to podcast for navigating the whirlwind of life, business, and everything in between. Each week, Pam and Deb dive headfirst into the beautiful chaos that is life, with insights that balance both the business and the soul. From lighthearted arguments to stirring the pot on hot topics, they bring both wit and wisdom to the table. Join them as they explore ...
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The simple sophisticate is someone who prefers quality over quantity, sensible living over mindless consumption, personal style instead of trendy fashions, has an insatiable curiosity for life’s endless questions and a desire to live a truly fulfilling life rather than being led around by the nose. Inspired by her lifestyle blog The Simply Luxurious Life, Shannon Ables (the original Simple Sophisticate) shares with listeners tips on how to live a refined life on an everyday income, a life of ...
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Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
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“CISO's Secrets” promises clear talk on cybersecurity’s burning topics, but not only; A series of 40 minutes weekly podcast hosting Telco industry CIOs and CISO’s, from global and leading companies. Podcast will share true stories, reveal real-life scenarios, and more. The host will lead discussions about Security trends, best practices, cloud, networks, data, employees, habits, and secrets while drifting between personal and professional life. Earn your CISO's Secrets membership badge at ht ...
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MY NEW NORM Podcast- with host, BARRY SCOTT YOUNG. This podcast is about REAL PEOPLE and REAL STORIES. We all have our own stories of change and challenges, and it is my hope these episodes will provide encouragement. I hope you will listen and will share this podcast with others. FOLLOW / LISTEN / and SHARE with those you know! THANK YOU FOR YOUR INTEREST AND SUPPORT!
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The Fulfilled Accountant is the podcast for accounting and finance professionals who want to stress less and feel more fulfilled, happy, and valuable at work and at home. You won’t find boring accounting guidance here. Instead you’ll learn all the mindset skills that help you be a better leader, build better work and personal relationships, create self confidence, and create a life you love. Join host, Sarah Nemecek, a CPA turned life coach who understands what it’s like to be where you are, ...
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We can look like we have money or we can actually have money. George wants you to have money, actually, he wants you to become a millionaire. The common-sense way. This podcast was created for the person who feels like they are in the midst of a financial whirlwind and can’t seem to design a path that works for them and get them the win that they want. They don’t see a path to millionaire status but they want to get there, it’s king overdue. George’s practical approach is no the get-rich-qui ...
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Welcome to Paying It Forward, Lessons From The C-Suite. This is the trailer that introduces you to the podcast. If you want to attain a C level position in your career, you need to understand what it takes to achieve that level of leadership. When you have access to successful entrepreneurs and senior executives who want to help you develop the skills and traits to become a great leader, it’s like having your own mastermind group to mentor and guide you. In a nutshell, that’s our podcast. Ea ...
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Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and thei ...
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Through engaging discussions with industry experts and successful entrepreneurs, we shed light on the latest technological advancements that can revolutionize your business operations. Our guests share their personal experiences, shedding light on the transformative impact technology has had on their own businesses, and how it has enabled them to stay ahead of the competition. Uncover the fundamental principles behind leveraging technology for business expansion. We dive into the world of te ...
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Agent Money: How Top Producers Master Their Business & Personal Finances with Michael Kilner & Jordan Curnutt
Michael Kilner & Jordan Curnutt
Welcome to Agent Money: How Top Producers Master Their Business & Personal Finances with CERTIFIED FINANCIAL PLANNER™ Jordan Curnutt and Fractional CFO for real estate agents Michael Kilner. This podcast aims to help successful real estate agents who might find it difficult to handle the financial side of their personal and professional lives. On each episode, Jordan and Michael will interview and showcase top producers to learn about what they're doing well and how you might implement certa ...
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Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner who has struggled to make time for the important things in your life both in and out of the office, then this show is for you. Join Travis for new episodes each week that will feature interviews with advisors and entrepreneurs from across the country. They'll share their personal stories of ...
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Welcome to the Redefining Wellbeing podcast, a source of inspiration and empowerment for Leaders and Business Owners who are eager to transform their lives and their organisations by prioritising people above all else. In this uplifting show, we delve into a myriad of wellbeing topics and offer invaluable insights that will ignite a passion within you and your teams to embrace a culture that places health and wellbeing at the forefront. Together, we'll embark on a journey that extends beyond ...
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Join our host Ryan Edwards-Pritchard the Founder & CEO of Cape who he brings our listeners up close and personal with founders and finance leaders from some of the world’s most exciting, fastest-growing startups and scaleups that are changing the way we all live, learn, shop, work, eat and rest. In this podcast, we shine a light on how finance is another key driver in unlocking growth - just as vital as sales and marketing. As well as exploring insights that help founders, finance teams & CF ...
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Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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Hosted by Marla DiCarlo, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their businesses. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? That is the rea ...
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Experian's DataTalk is a fun show featuring data science leaders and technologists from around the world. We talk about artificial intelligence, machine learning, deep learning, computer vision, data visualizations, data ethics, data philanthropy, and much more. Hosted by Mike Delgado
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Productivity Does Not Equal Profitability
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In today's episode, Shannon delves into an essential but often overlooked topic: the difference between productivity and profitability. Drawing from personal experience and client stories, Shannon explains why simply working more hours doesn't necessarily translate to higher earnings. She shares actionable advice on prioritizing tasks that generate…
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Discover Your Value by Serving More with John Ray
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Today Shannon is joined by special guest John Ray, author of "The Generosity Mindset." In this continuation from the previous episode, they explore the crucial concept of serving to sell. John Ray shares his strategies for articulating value, building confidence in services, and approaching clients with a heart of generosity. He provides insights o…
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389: The Importance of Gratitude and Celebration throughout our Everydays and along our Life Journey
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When we see and acknowledge what is going well, we begin to permanently change what our mind not only looks for but believes is possible. And when we change our mindset, we change the potential of possibilities that cross our path. Which leads me to celebrating. Perhaps hearing that celebrating is a necessary part of the journey of success may come…
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From Welsh Farm to Silicon Valley: Simon Edwards’ Journey to CFO at Conga
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In this episode, Jack McCullough sits down with Simon Edwards, CFO of Conga, to discuss the dynamic role of the CFO in today’s business environment. They explore how Simon leverages his background in technology and engineering to drive financial strategy and growth at Conga, a leader in revenue lifecycle management. Tune in to discover insights on …
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Unveiled: What to Expect going Forward (and a fun manifestation story)!
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Send us a text An episode on what to expect from Unveiled! Thank you Joelle Suess for your help with the rebrand. If you're looking to amplify your podcast, check out Joelle here. Membership mentioned in the episode - info here. Enjoy! Support the show Join Unveiled - The Club - here. Get in my new program: Clean BDE here. Follow me on Instagram he…
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Redefining Forgiveness and Healing
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In this episode of The Giant Builders, host Lois Wyant sits down with Monica Harris, a Christian life coach who, alongside her husband Rainie, helps Christians master emotional and relational health. Monica shares her profound journey of overcoming personal and church-related trauma, offering insights into the transformative power of acknowledging …
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Strategic Leadership at Leaf Home and Beyond with Scarlett O’Sullivan
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In this episode, Scarlett O'Sullivan, CFO of Leaf Home, joins Jack McCullough to discuss her journey from investment banking to becoming a leading CFO in the home improvement industry. Scarlett shares insights into her role at Leaf Home, strategies for navigating volatile markets, and the importance of strong leadership and innovation in driving co…
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Avoid These Pricing Red Flags with John Ray
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In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializes in helping service professionals such as consultants, attorneys, and coaches overcome their biggest challenges: pricing and business development. As the bestselling author of "The Generosity Mindse…
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How To Hire New Employees With Variable Income
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Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this episode, Mills is joined by Jill Healey, a Realtor with Park Life Group at Keller Williams Winter Park in Fl…
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Health Section: Medicare STAR(T) of a New Era
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Listen in as host Jackie Lee talks to Suzanna-Grace Tritt about Medicare Stars again. We first began this discussion with the 2020 podcast, Health Section: Medicare Star Ratings. Is it a STAR(T) of a new era? What has happened with Stars since Covid? What happened during the summer of 2024 that was unprecedented? Also, here are other articles from …
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As a business owner, it’s easy to feel like you need to manage every single task yourself. From answering emails to overseeing social media posts, it can seem like doing everything is the only way to keep things running smoothly. But the reality is that trying to handle it all alone leads to burnout, inefficiency, and slows down your business growt…
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The Five Money Metrics You Need
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In today's episode, Shannon breaks down the five essential money metrics every business owner and CEO should track. Simplifying the often overwhelming financial landscape, Shannon shares insights on gross margin, net margin, net cash flow, revenue retention, and the LTV to CAC ratio. This episode will equip you with the knowledge to understand thes…
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Making an IMPACT with Project Management Offices
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As a financial leader, I want to know every aspect of business. While quarterbacking my share of ERP implementations, I had only once heard the term PMO (short for Project Management Office). Accordingly, I wanted to learn more. After reading Laura Barnard's new book on PMOs, I quickly realized she is probably the global thought leader on this subj…
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How to Get Rich: 10 Personal Finance Rules for Wealth
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Are you ready to take control of your financial future? In this video, "How to Get Rich: 10 Personal Finance Rules for Wealth," we will explore essential principles that can guide you toward financial freedom. Discover the importance of financial literacy and how it can empower you to make smarter money management decisions. We'll discuss practical…
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Finance and Romance: Managing Money When One Partner is the CFO - with Dean Ensley
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In today's episode, Anastasia is joined by a special guest--her husband Dean--to explore the intersection of finance and romance. Managing finances in a relationship has its challenges, especially when one partner takes on the role of the "CFO" while the other is more hands-off. We share our personal experiences of navigating money management toget…
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Don't Make This Huge Mistake with Goal Setting
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Today, Shannon tackles a common and critical mistake that business owners encounter when setting their goals. As Q4 begins and 2025 approaches, Shannon shares valuable lessons her team has learned about effective goal-setting. Listeners will discover how to avoid the pitfalls of over-measuring and the importance of celebrating milestones. Shannon w…
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232. Former McKinsey CFO and President of Spring Mountain Captain Greg Ho on Setting Moonshot Goals In Health and Business
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In this episode, Greg Ho, former McKinsey CFO and current President, Co-Founder, and COO of Spring Mountain Capital, joins to share how he sets and achieves "moonshot goals" in his personal and professional life. From growing up in Hawaii to becoming a leader in finance, Greg shares his unique journey and lessons learned. We dive into Greg's passio…
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S1E7: Date Night in the ER | Child Birth Experiences | Would You Rather?
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This week, Pam and Deb share their wild "date night in the ER" after a surprise appendicitis story from last week, recap the hilarious story behind the birth of their daughter. We cap it all off with a laugh-out-loud "Would You Rather" game, debating everything from toes-for-fingers to sleeping with a wasp nest! It’s a perfect blend of heartfelt mo…
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Finding the Right Person to Ask
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In today's episode, Shannon addresses the challenge of knowing who to ask for help when running a business. Listeners will learn about the distinctions between legal and financial advice, understand why it's crucial to consult the right experts, and receive practical tips on finding the right person to answer their questions. Get ready to decode th…
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S03EP10 | Master the Art of Video Content Creation to Elevate Your Personal Brand – with Deb Szabo
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If you're in professional services and looking to make a lasting impact through personal branding, this episode with video content expert Deb Szabo is packed with insights you won’t want to miss. Whether you're new to video or seeking to optimise your current strategy, Deb’s expertise will help you build a powerful, authentic, and sustainable perso…
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Strategy and Leadership as Service
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Numerous financial blog articles and LinkedIn posts highlight the benefits of a small business owner hiring a portfolio CFO. However, I do not recall these writers commenting on why financial professionals step away from the W-2 world to serve multiple owners as clients instead of sticking to a steady paycheck. Sara Daw may be the first author to a…
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Build Wealth Through Connections with Fred Moskowitz
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In this episode, Shannon continues a riveting conversation with Fred Moskowitz, an expert in alternative investing and mortgage note investing. Fred sheds light on leveraging connections with other entrepreneurs and investors to educate oneself on various investment strategies. The discussion covers the wealth of investment advice available, ways t…
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Maximize Your Business Profits: Insights from a Fractional CFO
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In this insightful episode, we sit down with Alex Little, the owner of Little CFO Services, to delve into the world of business finance. Alex shares his expertise in fractional accounting and tax services, aimed at helping small business owners better understand their financial landscape. Whether your business is making a million in revenue but fee…
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12 Questions on How to Scale a Landscaping Business | Dan Platta Home Service CFO
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In this episode of the Untrapped Podcast, Keith Kalfas interviews Dan Platta, the Home Service CFO and founder of Best Dan Bookkeeping. They discuss key topics such as managing chaos in business, the importance of having the right team, effective organizational strategies, and Dan's journey from the corporate world to entrepreneurship. The conversa…
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Send us a text Welcome to UNVEILED, the podcast designed for women who are ready to break free from the confines of societal expectations and rediscover their authentic selves. I’m your host, Angela Christian, a long-time CFO in the Silicon Valley start-up world, as well as a mother, intuitive, clinical hypnotherapist and neuroscience junkie. If yo…
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Conquer Overwhelm with Smart Delegation: 3 Essential Tips for Gaining Time Freedom in Your Business | EP69
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In this episode of How to Build a Team, Pam Monteith dives into a topic that every business owner can relate to: overwhelm. Whether you’re feeling like you're drowning in tasks or struggling to let go of control, this episode is for you! Pam shares three actionable strategies to help you overcome overwhelm through the power of delegation and smart …
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Exploring Alternative Investment Strategies with Fred Moskowitz
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In today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred and our host Shannon Weinstein discuss moving beyond traditional investments like 401Ks and index funds. Fred breaks down mortgage note investing, emphasizing its potential for generating cash flow and …
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Young Professional Advisory Council: Endless Possibilities - The Wide Variety of Uses for the Actuarial Skillset
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Join us for the September edition of the YPAC podcast as host Derek Camenga, ASA, is joined by Ross Starfeldt, FSA, who discusses the various roles and challenges he has encountered throughout his career as an actuary. From his start in consulting to traditional actuarial functions to strategic leadership positions, Ross has seen a wide variety of …
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How To Market Small Businesses
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Welcome to the Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for variable income earners to manage their finances effectively. Let's get to those burning financial questions! In episode 23, Mills discusses effective marketing strategies with Devin Pope, managing director and senior advisor …
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#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland
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Welcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouragi…
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Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)
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In today's episode, we're wrapping up our series on the Financial Priority Formula with Part 3. Shannon dives deep into the metrics that can help you acquire cheaper and better customers, ensuring you have a thriving, financially healthy business. We'll be exploring client lifetime value (LTV) and client acquisition cost (CAC) and their critical ro…
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Mastering your 30 second resume
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A great career story can accelerate growth, yet most struggle to craft one. Even top performers fall short, telling stories that are overly detailed, abstract, jargon-filled, or poorly structured – all of which can lose a listener's interest. The first 30 seconds are crucial; you need to hook your audience quickly. Think of the beginning of your st…
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Maximize Profit and Cash Flow (Financial Priority Formula Part 2)
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On today's episode, Shannon dives into part two of our Financial Priority Formula as we explore how to maximize profit and cash flow for your business. We'll revisit the concept of gross margin from our previous discussion and delve into the intricacies of operating profit and cash flow. I’ll explain the key differences between these two metrics an…
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S1E6: Recipes, Pam’s Nest, and the Mandela Effect?!?
45:06
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45:06
This week, Deb and Pam chat about the Mandela Effect and some of the weirdest things we all seem to misremember from pop culture and everyday life. We’ll also swap a few recipes, talk about date night, and hear all about Pam’s "nest." So, kick back, relax, and enjoy hanging out with us! Are you team Pam or team Deb? Comment below! Play the Mandela …
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Simple S Corp Salary Guide for Beginners
16:14
16:14
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16:14
Today, Shannon breaks down how S Corporation owners can determine what to pay themselves as a reasonable salary. Shannon simplifies this complex topic, exploring both internal and external factors, the importance of thorough documentation, and shares real-life audit experiences. This episode equips listeners with a clear understanding of staying co…
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Using Your Money Story to Grow with Bob Wheeler
41:54
41:54
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41:54
In today’s episode, Shannon sits down with Bob Wheeler, CFO, CPA, and host of "The Money Nerve," to discuss the power of your money story in personal and professional growth. They dive into how professionals can use empathy and effective communication to build trust with clients, overcome fear-based marketing, and tackle imposter syndrome. Bob shar…
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388: Why Not . . . Become the CFO (Chief Financial Officer) of Your Own Life and Experience Financial Freedom for the Rest of Your Life? 14 Foundational Pieces
1:04:47
1:04:47
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What I would like to share with you today are 14 foundational pieces that will establish and continue to grow your financial freedom. Whether you work for a boss or work for yourself, I will be sharing how to make your way to financial freedom and also remain financially free once you arrive without being stagnant. In other words, when we are finan…
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Habits for Healthy Change: From the Inside Out
24:21
24:21
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24:21
Send us a text Have you ever wondered if the aches and pains in your body are trying to tell you something? Today I discuss the fascinating ways our bodies communicate with us through discomfort, signaling imbalances that need our attention. Drawing from my own journey and insights from mentors Alessandro & Allie, we'll uncover how decoding these m…
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Transforming Workplaces with Fun and Mental Wellness
37:09
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37:09
In this enlightening episode of The Giant Builders, host Lois Wyant welcomes back Robert, a guest from the first season, to delve into the vital role of play in maintaining mental health and fostering positive workplaces. Robert, known for his dedication to integrating fun and play into professional environments, shares his insights on why incorpor…
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In today’s episode, we’re talking about a critical decision every business owner has to make: hiring the best person for the job vs. hiring the right person for the job. While many business owners get caught up in credentials and experience, the truth is, the best person on paper isn’t always the right fit for your business. I’ll be sharing my top …
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Making Fun While Making Money with Comedy Store CFO Bob Wheeler
16:45
16:45
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16:45
In today's chat, we dive into the world of comedy and finance with a truly unique guest, Bob Wheeler. Bob isn't your average CPA; he's also the CFO of the legendary Comedy Store and a stand-up comic. Join Shannon as she explores Bob’s journey of merging his passion for comedy with his accounting career. Discover how he brings humor into financial d…
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He built a Multi-Million Dollar Window Cleaning Soft Washing Business | Then Created DOPE Marketing
20:52
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20:52
Join us as we dive deep with David Carroll, founder of Dope Marketing, who shares his inspiring journey of building a multimillion-dollar service business in window cleaning, pressure washing, and soft washing before transitioning into his dream venture, Dope Marketing. Discover the secrets behind his success, automation of service businesses, and …
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